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SVB Financial shares owned by 1 North Wealth Services

Quarter-by-quarter ownership of SVB Financial (SIVBQ) shares owned by 1 North Wealth Services from 13F filings

Historical chart of 1 North Wealth Services investment in SVB Financial

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All positions including SVB Financial held by 1 North Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SVB Financial by 1 North Wealth Services

Quarter filed Position value Share count Share price at filing
2019-12-31 $16k 65 246.15

More positions owned by 1 North Wealth Services

iShares Barclays 20+ Yr Treas.Bond (TLT)
Utilities SPDR (XLU)
Ishares Tr fltg rate nt (FLOT)
iShares Barclays TIPS Bond Fund (TIP)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
First Trust Iv Enhanced Short (FTSM)
SPDR Gold Trust (GLD)
First Tr Exchange Traded Fd senior ln (FTSL)
First Tr Exchange Traded Fd fst low mtg etf (LMBS)
iShares Lehman Aggregate Bond (AGG)
Invesco Qqq Trust Series 1 (QQQ)
Medical Properties Trust (MPW)
Apple (AAPL)
iShares Lehman MBS Bond Fund (MBB)
SPDR Dow Jones Industrial Average ETF (DIA)

View all positions for 1 North Wealth Services

Top funds holding SVB Financial

Bp Wealth Management
Gifford Fong Associates
Tucker Asset Management
Accent Capital Management
Meeder Asset Management
Bartlett & Co. Wealth Management
Bartlett & Co.
Pacer Advisors
FSA Wealth Management
Proequities
Huntington National Bank

View all funds holding SVB Financial